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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
1001
Dana Investment Advisors
Wisconsin
$4.58M -$277K -1,609 -5%
STC
1002
Sarah T. Connolly
$4.56M -$293K -1,701 -6%
CCM
1003
Cinctive Capital Management
New York
$4.55M +$4.8M +27,876 New
SCP
1004
Shorepoint Capital Partners
Massachusetts
$4.55M +$30.8K +179 +0.6%
CB
1005
Cadence Bank
Mississippi
$4.55M +$4.13M +23,981 +617%
GC
1006
Grimes & Company
Massachusetts
$4.54M -$686K -3,983 -13%
SVWAG
1007
Sound View Wealth Advisors Group
Georgia
$4.54M -$56.2K -326 -1%
LI
1008
LMCG Investments
Massachusetts
$4.53M -$12.8K -74 -0.3%
MAM
1009
Meeder Asset Management
Ohio
$4.52M -$71.2K -413 -1%
AF
1010
Allworth Financial
California
$4.52M +$832K +4,828 +21%
ECM
1011
Exchange Capital Management
Michigan
$4.51M -$86.9K -504 -2%
BMC
1012
Beaton Management Company
Massachusetts
$4.5M – – –
HPIA
1013
Hamilton Point Investment Advisors
North Carolina
$4.5M +$178K +1,035 +4%
BAM
1014
Bell Asset Management
Australia
$4.5M -$1.46M -8,496 -24%
FHB
1015
First Hawaiian Bank
Hawaii
$4.48M -$99.6K -578 -2%
GIA
1016
Gladstone Institutional Advisory
Florida
$4.48M +$1.67M +9,666 +54%
HSA
1017
HBK Sorce Advisory
Pennsylvania
$4.48M +$1.71M +9,918 +57%
PWM
1018
Peterson Wealth Management
Nevada
$4.47M +$167K +970 +4%
NW
1019
NewEdge Wealth
Pennsylvania
$4.47M +$173K +1,002 +4%
S
1020
SignatureFD
Georgia
$4.47M +$424K +2,459 +10%
MC
1021
Middleton & Co
Massachusetts
$4.47M -$2.61M -15,120 -36%
BA
1022
Baugh & Associates
Georgia
$4.46M -$8.96K -52 -0.2%
CMP
1023
Coston McIsaac & Partners
Maine
$4.44M +$340K +1,975 +8%
HIM
1024
Hotaling Investment Management
Pennsylvania
$4.44M +$42.9K +249 +0.9%
GD
1025
Grandfield & Dodd
New York
$4.43M +$288K +1,674 +7%
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